Member Info for arsenal58

Riday noted a jump in its share price, after one of its investees secured EU grant funding.

London-based Frontier IP focuses on commercialising intellectual property. Its shares rose 32% to 14.50 pence on Friday morning in London.

The company said it had been made aware that the European Commission had approved EUR211 million in grant funding from the Italian government for CamGraPhIC Ltd, a Pisa, Italy-based business. The funds are "to support the development of photonic optical transceivers based on graphene", Frontier IP explained.

The EC noted in a statement published Thursday: "Optical transceivers are devices used to send and receive data through light instead of electrons in chips. These chips can be used in different sectors, including automotive, telecommunication, aerospace and defence. Replacement of the traditionally used silicon with graphene is expected to significantly improve the devices' performance and efficiency."

CamGraPhIC'S project will be carried out in Pisa and Bergamo, the EC added, and "will involve collaborations with both universities and research and technology organisations".

CamGraPhIC is a wholly owned subsidiary of 2D Photonics Spa, a Frontier IP investee with offices in Italy and the UK.

My adage has stood the test of time

@2.45 you look a muppet who never listens

See you at two pound buy in lol 😜

Can always come back lol 😜

I was in at 2 00 for a large amount for me !!

I will be cashing my profit in plus some more

This got smashed up last time due to tariffs

Remember you cannot take your profit when it’s gone but you can always re buy

An adage i was taught many years ago

GLA whatever you do in the morning boys

Of 15% on everything now to play up against the Supreme Court

Sell Monday get your profits out

It should be with us tomorrow

Cash to Parents

· From Q1 2026 onwards, total cash to parents will consist of two components: Parent Fees12 and excess cash generated by the business

o As per the joint venture agreement that formed BetMGM, having reached sustainable profitability, BetMGM commences payment of Parent Fees for the provisioning of licenses and services by MGM and Entain to BetMGM12

o The Parent Fees are a BetMGM operating expense; therefore, in 2026 and forward, BetMGM will report 'Adjusted EBITDA' (representing EBITDA prior to deducting the Parent Fee), to provide clarity on the cash going to the parents as a result of BetMGM operations, as well as comparability to reported EBITDA in 2025 and prior periods12

· Adjusted EBITDA less CapEx continues to be a reasonable proxy for total cash to parents

$270 mill

Back to parents fifty percent to ENT i hope

Z

Has anybody had there cash part of the empiric deal yet ????

At 9.21am monday

There was a 19 million pound at 673

Pretty 🤩 positive i would say

Boom 💥

The bond is the problem in my eyes

Plus the very small capital being held

Market makers are going to make us sweat 😰

Https://ts2.tech/en/wecap-plc-wcap-stock-on-2-december-2025-weshop-windfall-hopes-debt-overhang-and-what-the-market-is-pricing-inwecap-plcwecap-plc-wcap-stock-on-2-december-2025-weshop-windfall-hopes-debt-overhan/ link above

WECAP PLC (WCAP) STOCK ON 2 DECEMBER 2025: WESHOP WINDFALL HOPES, DEBT OVERHANG AND WHAT THE MARKET IS PRICING IN

BY SHAN AHMED KHAN

2 DECEMBER 2025

WeCap PLC has gone from obscure Aquis micro‑cap to the centre of one of 2025’s wildest social‑commerce stories. The reason is simple: its sizeable stake in WeShop, the newly listed Nasdaq stock whose “own what you buy” model has captured speculators’ attention.

As of 2 December 2025, WeCap’s share price, capital structure and investor base are being reshaped by that link to WeShop – but the company also carries a heavy bond liability and a going‑concern warning. Here’s a detailed look at the latest news, numbers and scenarios around WCAP.

WeCap PLC at a glance

WeCap PLC is an investment company listed on the Aquis Stock Exchange (ticker: WCAP). It focuses on disruptive technology and social commerce, with two main holdings:

WeShop Holdings Limited (NASDAQ: WSHP) – the principal portfolio company and the reason for renewed market interest.

Bio2pure Limited – a private bioremediation business focused on cleaning polluted waterways. [1]

According to Financial Times market data, WeCap’s shares last traded at 2.34p on 1 December 2025, giving the company a market capitalisation of about £10.4 million. Over the past 12 months the stock has traded between 0.75p (24 April 2025) and 4.40p (20 November 2025). [2]

Research Tree’s FAQ for the stock, which aggregates Aquis data, shows:

Current price around 2.4p

442.3 million shares in issue

Market cap about £10.6m

Average 30‑day volume of 7.3m shares

Daily share turnover of 1.64% [3]

In short: WeCap is a thinly traded micro‑cap whose valuation is now dominated by one very volatile asset.

Fresh corporate actions: share count and shareholder reshuffle

Total Voting Rights – 1 December 2025

On 1 December 2025, WeCap published a Total Voting Rights announcement confirming that the company has 442,327,407 ordinary shares of 0.25p each in issue, with no shares held in treasury. Each share carries one vote. [4]

This figure is important because it incorporates the effect of the November placing and defines the denominator for any per‑share “look‑through” valuation of WeShop.

November placing and Aquis adviser appointment

Earlier in November:

13 November 2025 – Placing & Subscription

WeCap raised £100,000 via a placing and subscription, alongside an updated Total Voting Rights statement. The placing price was in the low‑pence range (around recent trading levels), increasing the share count by several million shares. [5]

4 November 2025 – Appointment of Aquis Corporate Adviser

The company appointed AlbR Capital Limited as its Aquis Corporate Adviser, replacing its previous adviser and signalling an attempt to professionalise its market presence at a moment of rising investor interest. [6]

Major holders cutting down: Peel Hunt and Res Privata

November also brought big c

Who was the lucky guy lol 😆

That’s a humungus drop 😜 lol

Stamp duty just around the corner when there on the ftse

Trackers are starting to to buy before the rush

You cannot talk this down

There is only way from here now

It’s not lower

Shorts are leaving the party 🎈 you will be left holding the baby mug lol 😝

WH Smith

Macro Relevance: 65%

Model Value: 999.87p

Fair Value Gap: -57.6% discount to model value

Data correct as at 26 August 2025. Please click glossary for explanation of terms. Long-term strategic model.

Here are some definitions of useful terms used in this video:

Model value

Where our smart machine calculates that any stock market index, single stock or exchange-traded fund (ETF) should be priced (the fair value) given the overall macroeconomic environment.

Model relevance

How confident we are in the model value. The higher the number the better! Above 65% means the macro environment is critical, so any valuation signals carry strong weight. Below 65%, we deem that something other than macro is driving the price.

Fair Value Gap (FVG)

The difference between our model value (fair value) and where the price currently is. A positive Fair Value Gap means the security is above the model value, which we refer to as “rich”. A negative FVG means that it's cheap. The bigger the FVG, the bigger the dislocation and therefore a better entry level for trades.

Long Term model

This model looks at share prices over the last 12 months, captures the company’s relationship with growth, inflation, currency shifts, central bank policy etc and calculates our key results - model value, model relevance, Fair Value Gap.

The transcript for this video is available in the description on